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Let's Talk: Retirement Plans

  Here we review different topics relating to Retirement Plans, both from the perspective of the employee and the employer.  If you are saving for retirement then there is most likely something here for you.  We love discussion so please don't hesitate to ask any questions! 


Thursday, November 8, 2018

Please take a moment to read our interview that was recently published in South Bay magazine! Hope you like it!


Friday, December 1, 2017

Let’s Talk - This is a fairly basic overview of a profit sharing plan, how it works, and whether it might be a fit for your company. If you have additional questions feel free to reach out and ask me. In my opinion, the biggest...


Thursday, August 25, 2016

The first step is to take a deep breath, and have confidence that you can rid yourself of debt. You don’t want debt to burden you for the rest of your life, so make it a point to start controlling your debt today. Disclaimer!...


Thursday, June 30, 2016

I love mindlessly watching TV after a long day of work, and so does the rest of America. Like most of America you probably pay an average cable bill of $86/month or more to watch 10 channels out of the 190 that are offered in your...


Wednesday, May 25, 2016

Growing up I always heard from parents and teachers that a penny saved is a penny earned. However, since it has become such a common phrase it has lost much of its meaning. The phrase in all its generality means that continually saving...


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Tuesday, April 26, 2016

You find out from your employer that they offer a Roth component to the 401k plan that you are a part of, but what does that mean? For more information about the infographic please visit Fidlity's website.


Wednesday, March 9, 2016

Remember all those activities we were told to do as a young child? Go outside and play, go to bed, relax and take a nap, eat your veggies, share and be nice, and do your homework! Well it turns out that these are all still important in...